Workbooks Software


 

Workbooks is a web-based CRM designed for small and medium businesses. It is used in a variety of industries including finance, telecommunications, construction, logistics and manufacturing (among others). It was launched in 2007 by a UK-based company. Since then, it has won many accolades for its product and customer service.

Workbooks has functionality to support marketing, sales and service activities, and offers features such as online lead capture, customer management and case management. Additionally, it provides integration with MailChimp, Google Apps, Sage, among others.

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

40 Reviews of Workbooks

 

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Software Advice Reviews (24)
More Reviews (16)

Showing 1-20 of 24

Aahad from ComRes
Specialty: Consulting

December 2015

December 2015

Workbooks - Processes and Outputs

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It is an essential tool for companies to monitor and manage their CRM. I also personally use it to manage my tasks and sales - without it, I would be a little lost in that respect.

Likes Least

It can be quite fiddly and tiresome, in the sense that it sometimes there can be easier ways of entering information, or sharing information with others (no copy/paste function of tasks for example).

Recommendations

Tailor and minimize it to your needs only, it can be quite bloated if you do not.

 
 

Claire from Navarino
Specialty: Hospitality / Travel

October 2015

October 2015

Software review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do

Likes Least

Nothing I can think of really. Obviously a year ago the product was quite alien but not anymore!

Recommendations

Ease of use, simply and vast functionalities, flexible to organisations

 
 

Valerie from Navarino Services
Specialty: Hospitality / Travel

October 2015

October 2015

Easy to use and easy to access

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The filing and retrieving of information is easy to do. And you can access your file from any computer.

Likes Least

Reporting - Not very straightforward to create a report

Recommendations

No particular recommendation to make - Keep things simple and easy.

 
 

Doug from 3BG Supply
Specialty: Retail

October 2015

October 2015

Great Product we use it for all of our operations!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The ease of transition from Opportunity to Quote to Order to Purchase Order to Invoice

Likes Least

No ability to replicate a existing order without all attachments

Recommendations

Replaces many other CRM's and does the best job from what we can see!

 
 

Shane from 3BG Supply Co.
Specialty: Distribution

October 2015

October 2015

Amazing. Would love to a shoppoing cart added but I love the CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The tasking functions are great. Very more robust than Zoho. Being able to communicate with my employees through a tasking system this robust led us to the ability to complete more tasks more efficiently.

This also kept us very connected with our customers. We rarely miss an opportunity to follow up on new quotes or new business.

Likes Least

How I have to duplicate the windows when using more than 1 screen. This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows.

Also the modification costs can get really high since not very many programmers know Workbooks.

Recommendations

Really spend a lot of time figuring out how it works. It's very robust.

 
 

Emma from Navarino Services
Specialty: Hospitality / Travel

October 2015

October 2015

Utilised for general data base and sales lead tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I don't deal too much with the Vendor directly, however, they seem to be able to make the necessary updates required in a prompt manner. This product is easy to use to track all customer interactions and sales leads, straightforward and fairly intuative for anyone who has used a lead management tool

Likes Least

Reporting is pretty complex, not so intuative but exports to excel very well.

Recommendations

Use as much of the system as possible, ensure you have plenty of experience with the product you are reviewing/evaluating

 
 

Fredrick from Journeys are Made @ Gapyear.com
Specialty: Hospitality / Travel

September 2015

September 2015

Awesome product - customer support could be better

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Simple to use and very easy to set up - it our must have been purchase each year

Likes Least

Wish the customer support team was a bit more reactive and less focussed on selling time units for help/support

Recommendations

Make sure you look at your end goal and where your business needs to be in 5 years as WB has all the tools to do this

 
 

Anna from Clark Howes
Specialty: Accounting

September 2015

September 2015

Reviewing workbooks

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database.

Likes Least

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Recommendations

Think about what you would use this for on a day to day basis - how easy or quick is it to use?

 
 

Anna from Clark Howes
Specialty: Accounting

September 2015

September 2015

Product itself is good, need to work on their partners

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's scope to do pretty much anything you need it to with the right customisation.

Likes Least

There is no denying that it's a powerful tool, however, our service is through a third party partnership with other workflow software (CCH) and there have been a lot of problems that go beyond just usual teething. I get the impression if we were dealing with just Workbooks this wouldn't be an issue.

Recommendations

Be very clear at implementation stage about what you want to achieve, and make sure who ever is delivering your implementation is just as clear.

 
 

Darren from DGM Aromatics
Specialty: Healthcare / Medicine

June 2015

June 2015

Free version still going strong

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

As a small business it is great to have a tool that is used in big business. Having a CRM that you can access anywhere with all your customer details and information when you are on the go is essential. We use the free version as we only need two users to access the information, but if my business needs to add more users we can for a very low cost.

Likes Least

Ok so we can not customise it totally but we can do so much more than other CRM's out there without the added cost.

Recommendations

reviewing software and giving feedback will lead to improvments making it a better business tool.

 
 

David from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Workbooks ft/nad

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's somewhat easy to do a new quote and send/email direct to a customer.

Likes Least

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab. Overall, I find it's not user-friendly. I tried to put in new items and had to call our IT person. There's no way I would have found it on my own. It should have been a simple choice to enter a new item.

Recommendations

Simplify and intergrate with order processing. Make it more user-friendly.

 
 

Angelo from Frey Technologies
Specialty: Other services

March 2015

March 2015

Helpful but could be easier to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Reminders for follow up actions. The vendor has been very helping in helping us customize this to meet our needs.

Likes Least

The search feature needs to be too exact. Would like to search in more general terms.

Recommendations

Take advantage of the free trials offered by various customers.

 
 

Stuart from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Workbooks Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I am new to this product, but find it easy to operate.

Likes Least

The initial setup was a little cumbersome, but I eventually was able to work through any issue.

Recommendations

I feel the product is good and don't have any recommendations, currently.

 
 

Matt from National Aquatics Distributor
Specialty: Distribution

March 2015

March 2015

Could use some work

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It's overly complex in some areas and not enough customization in others.

Likes Least

I dislike the fact that some fields are locked.

Recommendations

Spend as much time as possible with it. Learn all of the ins and outs, and get everything set up the way you want it.

 
 

Mark from PhysEmp.com
Specialty: Software / IT

February 2015

February 2015

Excellent Product for Small - Mid-Sized Business

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

Likes Least

The only reason I'm not giving it a 10 is because it isn't as intuitive to use as some of the other CRMs, and the integrations aren't as smooth as Salesforce.com.

Recommendations

Clearly list your requirements/expectations. Don't only get demos, but get a hands on trial version to play with, and make sure you ask the tough questions!

 
 

Lori from EcoLife Innovations dba WooBamboo
Specialty: Distribution

February 2015

February 2015

Used as a Customer Database and to record communications.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy of use. Haven't encountered any bugs that have held us up in any way.

Likes Least

The Email Outlook Connector is not compatible with IMAP Exchange.

Recommendations

If using Outlook for email, make sure that the Outlook Connector is compatible (or you'll need to use Dropbox, as we do). Consider the great customer service and availability of web training sessions offered as a definite plus.

 
 

Amber from Frey Technologies
Specialty: Other services

February 2015

February 2015

Evolving and Improving

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Lucid Switch responds almost immediately to your questions, and any support issues are handled in a professional and timely manner. I love how the programs is almost completely able to be customized to whatever our needs might be and whatever fields of information we want to track. With a little experience, you can literally design the fields to be whatever you want it to be. We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once. The owner likes the program so much that he instituted it in his other company, as well.

Likes Least

There are a few features that I wish we could do away with completely, like the fact that quotes in Workbooks are Drafts first and then Posted later-- that feature doesn't really mesh well with our company although I can see why it might be beneficial to others. I also wish the icons on the Desktop were movable and stayed where you placed them (like a Microsoft desktop).

Recommendations

Figure out how you want the system to work step by step, considering all contingencies, and then explain your needs to Lucid Switch. They will work with you to perfect the system to be exactly like you want it to be.

 
 

Jaime from NovaVision
Specialty: Healthcare / Medicine

February 2015

February 2015

Customer Support is Fantastic

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The product is customizable and affordable. The customer service is prompt and thorough.

Likes Least

The many applications that can be added to the CRM are not already integrated.

Recommendations

All companies need a CRM; this platform is the most affordable for a startup/small business.

 
 

Jason from Lucid Switch
Specialty: Consulting

February 2015

February 2015

Affordable CRM Solution for Sales and Marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users.

Likes Least

The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records. Some tasks and stronger functionality in Workbooks CRM may require some more consultation. But this is understandable because the system has to be gentle for new user but allow functionality to admins on the same instance.

Recommendations

It is best to always speak with someone who is already familiar with the system rather than having to go through learning it from scratch. Also, people would prefer transaction documents (the PDFs) to be customized, and it is possible to do this if you have a developer or can hire a developer who can code in XSL. This would be an example of something which may not appear to be easily editable but is very possible.

 
 

Eddie from Newsela
Specialty: Education

February 2015

February 2015

Workbooks is a solid CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like its simple, yet effective outlay and performance.

Likes Least

It's a little clunky. The program seems disjointed, but on the other hand it serves our needs.

Recommendations

A CRM should be able to seamlessly tie the work of multiple users into a process that makes sense.

 
 
 
Showing 1-16 of 16

Mark from Langbar Consulting Services
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Excellent support for a good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We selected Workbooks CRM in competition with other cloud based CRM packages, for a client new to CRM. Key criteria were flexibility, ease of use for the sales force, and ability to provide a basic quotation system for a fairly complex product line (We had previously looked at specialist CPQ systems, but decided to go for the integrated capability in Workbooks). The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution. The product has a fairly 'traditional' look and feel, easy to navigate in a way that will be very familiar to Windows users, but not as 'sexy' as products like Pipedrive which are based on a more modern UI paradigm. Functionally, it covers all the CRM bases well. The quotation capability required some custom work to meet the client's needs but as in pre-sales the support was excellent. I would recommend the product to anybody looking for a full function CRM for small to mid sized sales force, who wants a quotation facility embedded.

Pros

Excellent support
Full functionality CRM
Easy to use
Quotations capability

Cons

UI is fairly traditional, not as modern as some other products

Source: Capterra
 

David from APMG-International
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Flexible, Powerful and Strong competitor to Salesforce.com!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus. The template html sales lead forms are handy for getting a sales lead form onto your website quickly and have been very beneficial to us. I recently used the bulk updates feature for data cleansing, which helped me to clean 600 opportunity records in less than 20 minutes.

Pros

Reporting, bulk updates, custom email templates, sales lead web form.

Cons

Lack of built in lead allocation functionality. Automated lead allocation would required custom php code.

Source: Capterra
 

carly from BALI
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Great CRM System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Workbooks is a really easy system to use. The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Pros

Easy to use

Cons

Sometimes it can be a little long winded, for certain processes, but the end result it always work it

Advice to Others

N/A

Source: Capterra
 

Ray from Leadership Management UK Ltd (LMI-UK)

January 2015

January 2015

Perfect Franchise Tool

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

LMI-UK is a relatively small and simple franchised business offering top class Leadership & Management Development here in the UK. We are part of a global corporation operating in over 70 countries. We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone. (Although the contract is with LMI-UK, in Franchising it is typical the individual 'User' cost is passed onto the respective Franchisee)
Our Franchisees manage their clients and prospective clients, track their marketing campaigns and now feel in control of their individual businesses. Which is key to our desired and actual growth.
We would recommend any business, Franchise or otherwise, to take a closer look at the Workbooks option before making any final decision concerning who to CRM partner with.

Source: Capterra
 

Matthew from CCH

January 2015

January 2015

Does what it says on the tin

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Great user interface, easy to use, flexible and comprehensive. Meets pretty much all the needs of my customer requirements out of the box. Excellent Outlook integration.

Source: Capterra
 

Peter from Wizard Systems

January 2015

January 2015

Workbooks great product great price.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Great CRM software at a good price point. It has all the functionality you would expect. Users find it easy and intuitive to use. The interface follows a consistent style throughout which makes each task easy for all users and administrators. There are plenty of options for customisations and it is straight forward when configuring to your business requirement. The integration with email is excellent and even if you do not use or opt to use the outlook connector, the Email Dropbox is a great way to get emails in to the CRM from other applications. The online documentation is better than most I have seen which is great when you need to learn how do use any part of the system.

There is a free trial available so well worth a look with no obligation.

Source: Capterra
 

Shenel from Lucid Switch

January 2015

January 2015

Workbooks - The CRM for You.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Some of the reasons Workbooks a highly worthy CRM are:
It is a web-based CRM allowing you to access from anywhere!
You can automate basically all of your business processes.
You are able to track the Opportunity's progress through your sales cycle.
Data security is taken very seriously to ensure Confidentiality, Availability and Integrity.
You are able to forecast profits track marketing's ROI.

Source: Capterra
 

Brian from Lucid Switch
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2014

June 2014

Amazingly Simple

Product Quality

Product Quality
Quality

As a software service company we had been using crm that did a lot of what we needed but whose functionality didn't allow us to scale, and customer service was very difficult to get in touch with. After switching to Workbooks in early 2013 our company has grown, we have been able to automate nearly 60% of all processes, and have thus been able to focus on growth.

Pros

Easy integration with other cloud software. We have integrated with Quickbooks for accounting, Teamwork PM for project management, and Workbooks has a great out of the box integration with Mailchimp that we use as well. Very simple and easy to use.

Cons

Integration with google calendar is not present until August of 2014. That will be a great add on!

Source: GetApp
 

Trevor Townsend

March 2014

March 2014

Make your choice carefully, the cost is not the software

Product Quality

Product Quality
Quality

When selecting a CRM you should not only be concerned about the license and implementation cost, both of which are important, but you should be equally concerned about the long term viability of the first supplying the CRM. There are 100's of small and cheaps CRM's that will not survive for very long. And if you have spent the time implementing, embedding these in your business process and training your staff, you will have a huge disruption to your business if they disappear. Workbooks is increasingly popular and consistently receives high customer satisfaction rating because it easy to use and very flexible to configure. Quite simply, your sales and admin people will like using it! .

Pros

Workbooks has all the features you need in a CRM and more. Its ease of adoption is its #1 attribute.

Cons

The mobile client uses HTML5, so it is not ideal. A new IOS and Android app is due out soon, really looking forward to seeing that.

Source: GetApp
 

Dave

March 2014

March 2014

Fantastic UI/UX

Product Quality

Product Quality
Quality

I'm about two weeks into using Workbooks and I have to say that I'm extremely impressed with the product. One thing I can stop thinking about is the desktop-style UI, with the movable windows, file icons, and pop-up start menu, all work just as well as Mac OS or Windows (Pre-W8) desktop. I've never seen a web application do anything remotely close to this, and didn't know it was even possible to have something like that in a browser. Really friggin' cool, blows the more traditional setups you see in Zoho CRM and Salesforce out of the water.

The workflow customization is top-notch, and I've been able to keep an eye on all my sales team's progress with leads, activities, emails, and phone calls with minute precision via WB's reporting capabilities. Bravo.

Pros

Desktop-Style UI
Easy-to-grasp UX
Reporting capabilities

Source: GetApp
 

Adam

September 2011

September 2011

Much more than a CRM

Product Quality

Product Quality
Quality

We originally took on Workbooks as a CRM, but it now effectively runs our whole business process from campaign management, sales, production through to invoice. We've integrated it into Sage and our Project Management system so most admin tasks have now been completely automated.

Pros

It's flexibility to work around current business processes.

Cons

We know we're probably not using it to its potential, and getting staff to realize the more it's populated, the more useful it is.

Source: GetApp
 

Rosie

September 2011

September 2011

Fantastic tool for voluntary work

Product Quality

Product Quality
Quality

We use Workbooks to keep track of all our members, providers, volunteers and sponsors; communication and for managing activities. It saves vital time, which is invaluable when you are running a voluntary project as well as a business. Most importantly for me, it is easy to use and quick to learn. I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in, it's just a couple of clicks and I have what I need. I can easily send emails or track projects.

I like the fact that we can easily personalise it to meet our unique project requirements. I am keen to now use it in my training business.

Pros

Quick to set up, easy to use and very reliable. It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business. It was so easy to convert over the data from our existing Works database into Workbooks.

Cons

I haven't found the time to really utilise so much more of what it is capable of. I am just at the tip of the iceberg of all its functions. My fault, not Workbooks.

Source: GetApp
 

Andy

May 2011

May 2011

Great CRM Product really easy to use.

Product Quality

Product Quality
Quality

We've been using Workbooks Business Edition now for around 6 months. The sales team find it really easy to use and it has enabled us to really stay on top of our sales pipeline and it's helped us run more structured deal reviews.

We also like the fact we can use the product book, to store our product details, including cost and sales price. This means we are doing a better job of tracking gross margins within sales.

All in all, a big plus for our business.

Pros

Easy to use and setup.
We like the desktop interface.
The ability to track leads, opportunities and orders.

Cons

Not alot

Source: GetApp
 

lucas

November 2010

November 2010

Good CRM for SMBs

Product Quality

Product Quality
Quality

Helpful CRM tool at a reasonable price. Well designed for SMBs
Very handy to manage contacts, integrate most emailing functions, lead management, marketing campaigns, access quoting tools, review forecasts...
The business account allows orders management (processing, fulfillment, pricing schemes, invoicing...)



Pros

good email marketing functionality
integrate Google Adwords
30 day free trial
web-based, no software needed

Source: GetApp
 

Catherine

July 2010

July 2010

Workbooks Review

Product Quality

Product Quality
Quality

As a new business we deployed Workbooks early this year. It has quickly become a central part of our infrastructure, giving us the ability to target vertical markets , analyse the results of campaigns and make informed choices as to where to spend any further funds.
As our business grows so does our usage of Workbooks, providing quotes, forecasts and many other reports to help keep us on track as well as ensure we all share important information.

Pros

As a SAS application, the deployment is extremely straight forward. Being a small business, knowing that updates will just get taken care of, simply removes the hassle. If we do have any questions or queries, technical support is excellent too.

Cons

My dislikes are classic inherent database and process issues, eg: if for whatever reason an opportunity is lost, how do you put that organisation/person back into the “lead bucket” or why can’t I have more than one name associalted wtih a lead?

Source: GetApp
 

Mike

July 2010

July 2010

Workbooks CRM

Product Quality

Product Quality
Quality

Initially Workbooks was taken on to replace the relatively medievil practice of managing prospects, pipeline and forecasts in spreadsheets and make information more accessible, and ultimately improve the way in which we dealt with customers, suppliers, prospects and so on.

Once we started to trial and use the service we recognised that we could use it for much much more, and in fact we have been able to reduce the amount of paperwork and personnel involved in managing certain tasks, such as producing quotes or tracking the success and return of marketing campaigns. We are a big advocate of Workbooks, and it is and has helped us shape the way in which we work for the better. We have now been on board for 18 months and will extend our usage of the service in the future.

Pros

Easy to customize (fields, views, reports), the service requires very little training
Configuration and policy enforcement is straightforward
Ability to manage multiple databases
Forecasting and tracking opportunites from prospect through to sale

Cons

Our biggest challenges have been with adoption and getting people working in a standardised fashion. My only criticism currently is that to my knowledge I can integrate it with outlook to record history, I believe this is coming.

Source: GetApp